Good analysis, I would buy on further weaknesses onto this stock.

Ppjack took 5 months, you expect Emcc to reach 68 cents in t+3?

Target 68 cents

Buy anything below 50 cents

It’s called comparative valuation. Ya so it may take them to reach 68cents earlier than expected

Emcc will go up to 0.675 from 0.24!

This Emcc will go 0.675 in 3 months time

the smart investors buy at $6 till $15,momentum investor from $10 till $25, FOMO buy from $20 till $25, speculators buying from $15 till $25,
the greater fools theory investors buy from $25 till $100 they think as some house said can go $100.

even if TopGlove can deliver $4 billion FY21, current valuation is already more than fair. but the question i asking you guys is can TG repeat that in 2022? 2023? if not how to justify exceeding Tenaga, PBbank?

Now supermax, kossan and comfort also over run

221 mill then Harta should be only be $15 not 20!

please add me

it drop due to political uncertainty not bec of the QTR result. the company through AGM had mentioned the recovery only started since june hence QTR 3 should be reflective of the true performance. be steady if we are investing don't be so jumpy, hehehe

20cents

20

going down to 0.20 soon.

people cannot forget the past con man

US fear of second waves and vaccines may not help preventing covid. Malaysia fear got Vaccines, Gloves dropped. LCtitan got 2nd waves also fear, got vaccines coming also fear.

I don’t see any stock potential other than this so far, that is according to my observations. If anyone can share a stock can have >100% gains please let me know.

If we don’t get stocks that can give us more than 100% gain, I rather keep cash. Getting the winning stock is not just about fundamental of the company but more importantly the circumstances surrounding the operating environments like Gloves stocks with Covid-19 threat. But this stock has all the ingredients for a perfect storm to ignite it to higher level. First its good value, buy cash for cash but close to zero valuation in the business model. And still pay dividend showing the management is very confident going forward.
Second, it has gone through the squeeze in margin as at last year and now have rebounded to a very healthy level.
Third the rebound in margin are due to contraction in supply and low feedstock and substantially increased in demand due to COVID-19 demand for protective equipments PPE. The threat of 2nd and third as alluded by WHO further amplify the demand for PP/PE in PPE. They are also supplying to gloves companies.
Fourthly, with the economy reopening up it will certainly drive more demand for PP/PE as people are now more concern now with packaging needs.

Anymore advantages?

This is my 30 years hard knocks experience where business / investment school don’t teach you.

When u buy a stock it’s better that all analysts call a sell in it but if you can see the upcoming future results improving. Then when the analysts are convince then turn bullish.

Bingo! There you have it 3 baggers (300%)in return!

If you buy when analysts are super bullish, what it’s for us? So so return, my as well buy Public bank.

Last year was 31/7

And book value is 5.40! Ya it doesn’t mean anything if it’s not making money. Let see the coming Qtr.

Ya we really don’t know why some people buy or sell but you must have strong Conviction. As it’s now you are merely buying a company for Free and with a complex 40% fully integrated ethane back pet chem from USGulf coast with access to competitively prices feedstock and established O&G infra and logistics. Lct Pasir gudang only derives 50% of its operating earnings which have better advantage than Petronas Chemical. So Lctitan can compete much better than PetChem than some guy have alluded and much cheaper valuation. Not to mentioned it has 51% Indonesia future capacity coming on stream 2021. So you are only paying something for free. What is the problem here. Someone always said buy what you know, but this is what I know very well. Just buy it.

Throughout my experienced, I have always bet against the market and the analysts bec I always look forward 6 to 9 months ahead the factors affecting their coming performances. You need to do that to beat the market to have hefty return or else you are only follow market. This stock is what I am looking for for the last 4 years. To me the sweetest achievement is to get right and making money is also very important but secondary.

See my past comment on the spread.

No worries guys, I am watching the spread via my Bloomberg. Very healthy margin. Nowadays analysts don’t know how to analyst the factors causing the future performance. I am in it Big position. I am more concern than you man.

I find the James report are merely stating past performances reviews without looking into why and what are the key factors determining the future performance of the company. Utter waste of time reading it.

I was quite disappointed when it shot up from 1.8 to 2.5 and I didn’t buy enough. But since it dropped like rocks I managed to buy on the way down. I am still buying. I am not shaken by sell down. If you believe all the things we talk about the company, this the time to BUY and buy when it go down again. I doubt it can go down further. Have fun!

No worries this week HDPE prices bolstered higher in Asia attributed to former imports offer from overseas suppliers coupled with Bullish upstream energy and ethylene rates. This was further supported by improved buying sentiments in the region.

落花流水

Expecting correction to 13

At this price expectations is 300m from 116 m last qtr, I think that is only achievable in next Qtr instead of last Qtr. Expecting 220m

Most likely disappointing

Considering now all countries are now taking preventive measure from 2/3 waves as expounded by WHO the demand factor for Pp/PE in protective materials are very strong and supply still not recover from disrupting in oil crashed and closure due to maintenance and lockdown.

In 2014,2015,2016 peak at 800 spread. Considering we are now recovering from Covid19 430 is very encouraging.

HDPE spread is still very healthy and strong despite oil move from 10 to 40. Jan only 200 high On April 520 May 452 and now June 430 and sentimental still bullish.

Buy buy bye bye good bye sell sell SELL

Latest Ethylene prices inched higher in Asia due to Higher Upstream costs and Stronger regional Buying sentiments. Reports of Limited regional product avails and Bullish downstream PE pricing trends, further supported the price.

Latest Ethylene prices inched higher in Asia due to Higher Upstream costs and Stronger regional Buying sentiments. Reports of Limited regional product avails and Bullish downstream PE pricing trends, further supported the price.

It’s the spread that matter, it spread will maintain even if oil and naphtha move up if the market demand and supply of PP/PE are intact. Last year there is an excess supply from US and weak demand due to trade war. But this year there is an disruption on US supply and huge demand of protective equipments due to Covid19. Furthermore when Oil rebounded it’s also due to market opening up from lockdown and economic cycle recovery hence there will be more demand for PP/PE as these are daily essential ingredients for consumers goods. So we are expecting at least a healthy SPREAD going forward. So be steady and stay invested in LCtitan and Pchem.

It’s the spread that matter, it spread will maintain even if oil and naphtha move up if the market demand and supply of PP/PE are intact. Last year there is an excess supply from US and weak demand due to trade war. But this year there is an disruption on US supply and huge demand of protective equipments due to Covid19. Furthermore when Oil rebounded it’s also due to market opening up from lockdown and economic cycle recovery hence there will be more demand for PP/PE as these are daily essential ingredients for consumers goods. So we are expecting at least a healthy SPREAD going forward. So be steady and stay invested in LCtitan and Pchem.

investors talk with their money, analysts talk without capital.

so now is the time to buy LCtitan and when they turn bullish the stocks

throughout my trading experienced, i make the most money from the stocks where Anal-ysts downgraded the stocks. i still remember i make 3 times from AAsia when they downgraded it and sold when they are super bullish! see Gloves stocks now, they re Super Bullish. see the outcome later.

Like this stock I bot at 1.5 and I have been adding till 2.30 and I will continue to add to 3 bec it’s a confirmation of good pick.

When we do investing, we add on to the winners and cut the losses. That is how you will maximize the gain if it’s proven a good stock

That will be great news! How you know?

if you believe PChem can go back to 9 can buy CW49 cheapest exposure

just look at pchem price now, wonder where the analysts should hide his face now for asking to downgrade to below 5!